Fiduciary Financial Group
Putting your interests first.
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About

Meet the Team

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Managing Member & Co-Founder

Richard Davey CPA, CFP®

Richard finished his CPA licensing requirements shortly after earning his accounting degree at University of San Diego. He developed a strong skill set in financial statement analysis at Grant Thornton LLP in San Francisco where he was quickly promoted to a Senior Financial Statement Auditor serving a variety of well-known Bay Area companies. With the desire to shift his career focus to investment advisory and financial planning services, he became a Financial Advisor with Waddell & Reed,working out of the San Mateo office. While working for a broker-dealer provided valuable exposure to a wide variety of investment and insurance products, Richard soon realized he wanted to work as an independent fee-based advisor. He spent 3 years at Marin Wealth Advisors building a practice from less than $5 million in assets to over ~$40 million with a strong focus on income-oriented investing using a covered call writing investment strategy. As a San Rafael native, he decided to follow his dream and build a wealth management firm from the ground up with one core theme in place, don't just do "right" by the client but instead constantly strive to serve them better.  He married to his wife Cate in 2014 and has a baby daughter, Isla born in 2016. Richard & his family currently live in Marin County.

 

Education

University of San Diego
B.S., Accountancy, Summa cum Laude, 2009

Beta Gamma Sigma Business Honors Fraternity

Golden Gate University, Masters Tax Classes 2011-12

Activities & Affiliations

• American Cancer Society Gift & Estate Planning Council
• Marin Financial Planning Day Volunteer
• Sausalito Lions Club

Licenses & Certifications

• Certified Public Accountant, License #113499
• CERTIFIED FINANCIAL PLANNER™ #208806
• CA Life & Health Insurance Licensed #0H77965

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PRIVATE WEALTH ADVISOR & co-founder

Trevor Scotto CPA, CFP®, CDFA®

Trevor helps clients simplify their lives by providing evidence-based investment strategies and goal based financial planning. Trevor believes in building long-term relationships based on trust and transparency. Being entrepreneurial by nature, he left the accounting industry to follow his dream of building a successful local business that specializes in helping others with their money. Over the past several years, he has come to really love helping individuals and their families. Trevor has positioned himself to be the go-to financial co-pilot for clients and their families. He emphasizes the importance of always having a family oriented culture where clients feel at ease. He is motivated by making positive impacts in people’s financial lives on a daily basis. Trevor and his wife currently live in Lafayette.

 

Education

Sonoma State University
BS Business Administration & Accounting - 2009

Activities & Affiliations

• Advisors in Philanthropy: San Francisco Bay Area Chapter
• BNI Business By Referral, Lafayette

Licenses & Certifications

• Certified Public Accountant, License #118465
• CERTIFIED FINANCIAL PLANNER™ #274647
• Certified Divorce Financial Analyst®
• CA Life & Health Insurance Licensed #0L23033
• California Real Estate License #01923054

Of Counsel

Ron Buono CFP®

Ron formed his investment practice after decades of serving a large and loyal tax and bookkeeping client base in Sausalito, CA. He worked as an Enrolled Agent before the IRS. He brings this significant tax experience to the firm allowing us to provide tax-conscientiousness advice regarding client investments, proposed transactions, estate planning, etc. Given a shared core competency with Richard in accounting, tax, and investment management using individual securities, the two partnered initially for business succession purposes, and have since decided to further collaborate in the new venture of Fiduciary Financial Group. Ron & his family currently live in Marin County.

 

Education

San Jose State University - 1971

University of San Francisco - 1992

UC Berkeley - Taxation 1993

Golden Gate University Tax Classes - 1995

College of Financial Planning - 1997

 

Activities & Affiliations

• World-ranked IronMan Triathlete
• Member of the North Bay Society of Enrolled Agents

Licenses & Certifications

• CERTIFIED FINANCIAL PLANNER™ #58801
• Enrolled Agent (Inactive)

Get in touch

We understand that finding the right financial advisor is a long term commitment. We feel the same way about taking on new clients. That’s why we offer free consultations to gain a better grasp of your ideal client/advisor relationship. If we feel we can fill that role, we will present our case for being your trusted financial partner. 

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